Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,187 | $168,635-89.2% | $147,617-87.7% | $125,389-85.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.45% | 77.65%-80.1pp | 61.98%-64.4pp | 282.24%-284.7pp |
| Employer contribution / active EE | $2,472 | $6,252-60.5% | $5,564-55.6% | $4,866-49.2% |
| Participant deferral / active EE | $3,569 | $5,507-35.2% | $4,895-27.1% | $5,352-33.3% |
| Admin fee / account holder | $33 | $13,580-99.8% | $11,612-99.7% | $9,541-99.7% |